Private Wealth Advisors (California)’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Private Wealth Advisors (California)’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-31,970	Closed	-$2.46M	–	119
2021 Q3	$2.46M	Sell	31,970 -29	-0.1%	-$2.21K	0.59%	35
2021 Q2	$2.35M	Buy	31,999 +641	+2%	+$46.3K	0.72%	28
2021 Q1	$2.17M	Buy	31,358 +1,297	+4%	+$87.7K	0.74%	27
2020 Q4	$2.03M	Buy	30,061 +1,131	+4%	+$74.5K	0.7%	27
2020 Q3	$1.84M	Buy	28,930 +217	+0.8%	+$13.8K	0.95%	23
2020 Q2	$1.74M	Sell	28,713 -480	-2%	-$28.5K	1.21%	20
2020 Q1	$1.58M	Buy	29,193 +1,389	+5%	+$88.1K	1.29%	22
2019 Q4	$1.82M	Buy	27,804 +3,976	+17%	+$255K	1.05%	27
2019 Q3	$1.53M	Buy	23,828 +8,671	+57%	+$549K	0.99%	23
2019 Q2	$891K	Hold	15,157	–	–	0.61%	33
2019 Q1	$891K	Buy	+15,157	New	+$849K	0.61%	33

Other funds holding USMV

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Private Wealth Advisors (California)'s USMV Position: Q4 2021 in Review

Private Wealth Advisors (California) sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2021, closing a stake of 31,970 shares — an estimated $2.46M sold.

Private Wealth Advisors (California) first reported a position in USMV in Q1 2019 and held it in 11 quarters. The position peaked at $2.46M in Q3 2021. 1,124 funds tracked by Wall St. Rank hold USMV as of Q4 2021.

Private Wealth Advisors (California) reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2021 after selling out during the quarter.
Private Wealth Advisors (California) sold 31,970 iShares MSCI USA Min Vol Factor ETF shares in Q4 2021, an estimated $2.46M.
Private Wealth Advisors (California) first reported a position in iShares MSCI USA Min Vol Factor ETF in Q1 2019 and held it in 11 quarters.
Private Wealth Advisors (California)'s iShares MSCI USA Min Vol Factor ETF position peaked at $2.46M in Q3 2021.
1,124 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2021.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2021, filed 11 Feb 2022.